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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,459 | $57,305-24.2% | $86,640-49.8% | $75,173-42.2% |
| Participation rate | 34.3% | 63.2%-28.9pp | 71.7%-37.4pp | 67.2%-32.9pp |
| Annual return | 16.46% | 2674.24%-2657.8pp | 592.52%-576.1pp | 160.72%-144.3pp |
| Employer contribution / active EE | $371 | $2,316-84.0% | $3,024-87.7% | $2,671-86.1% |
| Participant deferral / active EE | $666 | $3,320-80.0% | $4,438-85.0% | $4,126-83.9% |
| Admin fee / account holder | $1,452 | $4,116-64.7% | $5,616-74.1% | $5,651-74.3% |